VALOR INVESTMENTS AND PLANNING LLC
CRD #323129 SEC #801-126665 EASTON, PA 484-764-0142
SEC Registered
Total AUM
$34.5M
Discretionary
$34.5M
Employees
2
Clients
0
Accounts
211
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Blachek, Thomas | I | ELECTED MANAGER, CCO | NA | Control |
| Blachek, Thomas | I | ELECTED MANAGER, CCO | NA | Control |
| Blachek, Thomas | I | ELECTED MANAGER, CCO | NA | Control |
| Blachek, Thomas | I | ELECTED MANAGER | NA | Control |
| Blachek, Thomas | I | ELECTED MANAGER, CCO | NA | Control |
| Blachek, Thomas | I | ELECTED MANAGER, CCO | NA | Control |
| Blachek, Thomas | I | ELECTED MANAGER, CCO | NA | Control |
| Blachek, Thomas | I | ELECTED MANAGER, CCO | NA | Control |
| Blachek, Thomas | I | ELECTED MANAGER, CCO | NA | Control |
| Blachek, Thomas | I | ELECTED MANAGER, CCO | NA | Control |
| MILLEN, JACOB, ANDREW | I | ELECTED MANAGER | NA | Control |
| MILLEN, JACOB, ANDREW | I | ELECTED MANAGER | NA | Control |
| MILLEN, JACOB, ANDREW | I | ELECTED MANAGER | NA | Control |
| MILLEN, JACOB, ANDREW | I | ELECTED MANAGER, CCO | NA | Control |
| MILLEN, JACOB, ANDREW | I | ELECTED MANAGER | NA | Control |
| MILLEN, JACOB, ANDREW | I | ELECTED MANAGER | NA | Control |
| MILLEN, JACOB, ANDREW | I | ELECTED MANAGER | NA | Control |
| MILLEN, JACOB, ANDREW | I | ELECTED MANAGER | NA | Control |
| MILLEN, JACOB, ANDREW | I | ELECTED MANAGER | NA | Control |
| MILLEN, JACOB, ANDREW | I | ELECTED MANAGER | NA | Control |
| VALOR GROUP LIMITED | DE | MEMBER | D | Control |
| VALOR GROUP LIMITED | DE | MEMBER | D | Control |
| VALOR GROUP LIMITED | DE | MEMBER | D | Control |
| VALOR GROUP LIMITED | DE | MEMBER | D | Control |
| VALOR GROUP LIMITED | DE | MEMBER | D | Control |
| VALOR GROUP LIMITED | DE | MEMBER | D | Control |
| VALOR GROUP LIMITED | DE | MEMBER | D | Control |
| VALOR GROUP LIMITED | DE | MEMBER | D | Control |
| VALOR GROUP LIMITED | DE | MEMBER | D | Control |
| VALOR GROUP LTD | DE | MEMBER | D | Control |
| MILLEN & BLACHEK LLC | DE | MEMBER | C | Control |
| MILLEN & BLACHEK LLC | DE | MEMBER | C | Control |
| MILLEN & BLACHEK LLC | DE | MEMBER | C | Control |
| MILLEN & BLACHEK LLC | DE | MEMBER | C | Control |
| MILLEN & BLACHEK LLC | DE | MEMBER | C | Control |
| MILLEN & BLACHEK LLC | DE | MEMBER | C | Control |
| MILLEN & BLACHEK LLC | DE | MEMBER | C | Control |
| MILLEN & BLACHEK LLC | DE | MEMBER | C | Control |
| MILLEN, BLACHEK AND ASSOCIATES, LLC | DE | MEMBER | C | Control |
| MILLEN, BLACHEK AND ASSOCIATES, LLC | DE | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MILLEN, MATTHEW, G | I | VALOR GROUP LIMITED | E | Control |
| MILLEN, MATTHEW, G | I | VALOR GROUP LIMITED | E | Control |
| MILLEN, MATTHEW, G | I | VALOR GROUP LIMITED | E | Control |
| MILLEN, MATTHEW, G | I | VALOR GROUP LTD | E | Control |
| MILLEN, MATTHEW, G | I | VALOR GROUP LIMITED | E | Control |
| MILLEN, MATTHEW, G | I | VALOR GROUP LIMITED | E | Control |
| MILLEN, MATTHEW, G | I | VALOR GROUP LIMITED | E | Control |
| MILLEN, MATTHEW, G | I | VALOR GROUP LIMITED | E | Control |
| MILLEN, MATTHEW, G | I | VALOR GROUP LIMITED | E | Control |
| MILLEN, MATTHEW, G | I | VALOR GROUP LIMITED | E | Control |
| Blachek, Thomas | I | MILLEN & BLACHEK LLC | D | Control |
| Blachek, Thomas | I | MILLEN & BLACHEK LLC | D | Control |
| Blachek, Thomas | I | MILLEN & BLACHEK LLC | D | Control |
| Blachek, Thomas | I | MILLEN & BLACHEK LLC | D | Control |
| Blachek, Thomas | I | MILLEN, BLACHEK AND ASSOCIATES, LLC | D | Control |
| Blachek, Thomas | I | MILLEN & BLACHEK LLC | D | Control |
| Blachek, Thomas | I | MILLEN & BLACHEK LLC | D | Control |
| Blachek, Thomas | I | MILLEN & BLACHEK LLC | D | Control |
| Blachek, Thomas | I | MILLEN, BLACHEK AND ASSOCIATES, LLC | D | Control |
| Blachek, Thomas | I | MILLEN & BLACHEK LLC | D | Control |
| MILLEN, JACOB, ANDREW | I | MILLEN & BLACHEK LLC | D | Control |
| MILLEN, JACOB, ANDREW | I | MILLEN & BLACHEK LLC | D | Control |
| MILLEN, JACOB, ANDREW | I | MILLEN & BLACHEK LLC | D | Control |
| MILLEN, JACOB, ANDREW | I | MILLEN & BLACHEK LLC | D | Control |
| MILLEN, JACOB, ANDREW | I | MILLEN, BLACHEK AND ASSOCIATES, LLC | D | Control |
| MILLEN, JACOB, ANDREW | I | MILLEN & BLACHEK LLC | D | Control |
| MILLEN, JACOB, ANDREW | I | MILLEN & BLACHEK LLC | D | Control |
| MILLEN, JACOB, ANDREW | I | MILLEN & BLACHEK LLC | D | Control |
| MILLEN, JACOB, ANDREW | I | MILLEN, BLACHEK AND ASSOCIATES, LLC | D | Control |
| MILLEN, JACOB, ANDREW | I | MILLEN & BLACHEK LLC | D | Control |
| POTTER, MATTHEW, J | I | VALOR GROUP LIMITED | C | Control |
| POTTER, MATTHEW, J | I | VALOR GROUP LIMITED | C | Control |
| POTTER, MATTHEW, J | I | VALOR GROUP LIMITED | C | Control |
| POTTER, MATTHEW, J | I | VALOR GROUP LTD | C | Control |
| POTTER, MATTHEW, J | I | VALOR GROUP LIMITED | C | Control |
| POTTER, MATTHEW, J | I | VALOR GROUP LIMITED | C | Control |
| POTTER, MATTHEW, J | I | VALOR GROUP LIMITED | C | Control |
| POTTER, MATTHEW, J | I | VALOR GROUP LIMITED | C | Control |
| POTTER, MATTHEW, J | I | VALOR GROUP LIMITED | C | Control |
| POTTER, MATTHEW, J | I | VALOR GROUP LIMITED | C | Control |
Registrations
Federal
IA
Mar 28, 2023 REGISTERED
Notice Filings (4)
FL MD NJ PA
Address
123 S. 3RD ST, SUITE 4EASTON, PA 18042
United States
Phone: 484-764-0142